Services For Individuals

Our estate planning services include counseling our clients on the proper type of Will or Trust.  We customize your plan to meet your particular needs and concerns so that your loved ones are protected after your death and the settlement process is easy and uncomplicated whenever possible.  Additionally, we provide tax advice so that your estate will not pay any unnecessary estate taxes.  We also make sure that our clients are protected during their lifetimes by preparing a living will and health care proxy, power of attorney and health information authorization.

When a loved one dies, we assist the family in settling the estate.  Whether the settlement involves a probate of the will or the settlement of a living trust, we are experienced in handling even the most complex estate and trust settlements which might include out of state property, closely held businesses, illiquid assets, missing, estranged or disgruntled heirs and complicated estate tax concerns.  We handle every aspect of the settlement from start to finish and take the worry out of the process.

For our elderly clients, we advise them on the Medicaid laws and ways to protect their assets from the costs of long-term nursing home care. We are experienced in asset protection strategies.

Buying or selling your home?  We can assist you with the sale of your home or the purchase of a new home.

We also advise our clients on employment matters, including employment agreements and employer contracts.  Before signing any contract with your employer, call us for a consultation.